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Northern Trust Adds to Foundation & Institutional Advisors Practice in Chicago

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Northern Trust Wealth Management announced the addition of Marty Morris as a Senior Portfolio Manager in its Foundation & Institutional Advisors (FIA) practice based in Chicago. Morris brings extensive experience from his previous roles at Chicago Equity Partners and Bank of America, focusing on investment solutions for nonprofit organizations. The FIA group specializes in investment management for foundations, endowments, and nonprofit institutional investors, enhancing Northern Trust's capacity in this sector. As of September 30, 2021, Northern Trust manages $372.9 billion in assets.

Positive
  • Marty Morris has joined as a Senior Portfolio Manager to enhance FIA's investment management capabilities.
  • FIA focuses on the growing institutional nonprofit sector, indicating strategic growth opportunities.
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  • None.

CHICAGO--(BUSINESS WIRE)-- Northern Trust Wealth Management announced today that Marty Morris has joined the Foundation & Institutional Advisors (FIA) practice as a Senior Portfolio Manager in its Chicago headquarters. In this role, Morris provides investment solutions in the nonprofit sector across the full spectrum of client needs: investment strategy, asset allocation, manager selection, investment policy statement development, and performance reporting. FIA is a national practice that serves the investment and advisory needs of foundations, endowments and other nonprofit institutional investors.

“Marty’s investment knowledge and experience make him an ideal addition to our team,” said Darius A. Gill, National Practice Executive for FIA. “As we continue to accelerate the growth of our institutional nonprofit business, we are confident Marty will play a pivotal role.”

Prior to joining Northern Trust, Morris served as an institutional portfolio manager and relationship manager for domestic and global investment strategies at Chicago Equity Partners. He served previously as an equity analyst and senior portfolio manager at Bank of America, managing investment funds for high net worth and institutional investors. His career began in the asset management group at Continental Bank.

Morris graduated from Cornell College with a BA degree in Economics & Business. He is a CFA charter holder and is a member of the CFA Institute and CFA Society Chicago. He is a long-term supporter and volunteer with the Big Shoulders Foundation’s Stock Market Program, a mentoring and interactive financial learning program for local Chicago 8th grade students.

Northern Trust’s Foundation & Institutional Advisors (FIA) group serves nonprofit organizations through sophisticated investment management solutions, strategic insights and world-class resources. FIA provides investment advice, asset servicing and related services to help nonprofit organizations achieve financial and philanthropic goals, collaborating with board and investment committee members to assist with investment oversight. More information about Northern Trust Foundation and Institutional Advisors can be found at www.northerntrust.com/FIA.

Northern Trust Wealth Management offers holistic wealth management services for affluent individuals and families, family offices, foundations and endowments, and privately held businesses. It is recognized for its innovative technology, service excellence and depth of expertise and ranks among the top 10 U.S. wealth managers, with $372.9 billion in assets under management as of September 30, 2021. The Northern Trust Company is an Equal Housing Lender. Member FDIC.

About Northern Trust

Northern Trust Corporation (Nasdaq: NTRS) is a leading provider of wealth management, asset servicing, asset management and banking to corporations, institutions, affluent families and individuals. Founded in Chicago in 1889, Northern Trust has a global presence with offices in 22 U.S. states and Washington, D.C., and across 23 locations in Canada, Europe, the Middle East and the Asia-Pacific region. As of September 30, 2021, Northern Trust had assets under custody/administration of US$15.8 trillion, and assets under management of US$1.5 trillion. For more than 130 years, Northern Trust has earned distinction as an industry leader for exceptional service, financial expertise, integrity and innovation. Please visit our website or follow us on Twitter.

Northern Trust Corporation, Head Office: 50 South La Salle Street, Chicago, Illinois 60603 U.S.A., incorporated with limited liability in the U.S. Please read our global and regulatory information.

Doug Holt

(312) 557-1571

DH124@ntrs.com

http://www.northerntrust.com

Source: Northern Trust Corporation

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